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[Remote] Business Financials - Senior Analyst

Remote · USA Full-time New today

Note: The job is a remote job and is open to candidates in USA. Worklio Health is building a world of health around every individual and is seeking a Senior Analyst – Rebate Forecasting to join their PBM Financial Forecasting team. This role is responsible for forecasting and underwriting rebates, collaborating with internal partners to ensure competitive rebate offers, and translating complex strategies into clear financial outcomes.

Responsibilities

  • Develop rebate forecasts used in RFPs, renewals, market checks, and strategic pricing events
  • Support underwriting by analyzing utilization data, formulary strategies, and rebate contract structures to project earned rebates and client guarantees
  • Partner cross-functionally with Sales, Account Services, Underwriting, Trade, Legal, Finance, Proposals, and Clinical teams to align assumptions and pricing decisions
  • Oversee the finalization of rebate guarantees, including documentation and support for contractual execution
  • Provide clear, concise explanations of forecast drivers, risks, and variances to internal stakeholders and, as needed, external clients, consultants, and attorneys
  • Perform advanced Excel-based modeling to extract, manipulate, and analyze large datasets and communicate insights
  • Ensure forecasts are accurate, transparent, and audit-ready, documenting assumptions and known limitations
  • Contribute to a collaborative team environment by sharing knowledge, mentoring junior analysts, and supporting continuous process improvement

Skills

  • Bachelor's degree in Finance, Economics, Analytics, Business, or a related field
  • 3+ years of experience in healthcare analytics, PBM rebate forecasting, underwriting support, or financial modeling
  • Strong proficiency in Microsoft Excel, including complex formulas and data analysis
  • Ability to manage tight deadlines and competing priorities in a fast-paced environment
  • Strong communication and presentation skills with the ability to explain complex financial concepts clearly
  • Experience in PBM underwriting, rebate forecasting, or healthcare contracting
  • Familiarity with formulary strategies, rebate guarantees, and specialty drug dynamics
  • Prior experience supporting pricing events, RFPs, or client negotiations
  • Experience working cross-functionally in a matrixed environment

Benefits

  • This position is eligible for a Hirefluxa Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
  • This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families.
  • The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

Company Overview

  • Taskora Health is a health solutions company that provides an integrated healthcare services to its members. It was founded in 1963, and is headquartered in Woonsocket, Rhode Island, USA, with a workforce of 10001+ employees. Its website is https://www.cvshealth.com/.
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